Screener
IVE vs FICS
iShares S&P 500 Value ETF vs First Trust International Developed Cap Strength ETF
Key differences
Both IVE and FICS are equity ETFs. IVE charges 0.18% a year and FICS 0.70%. The main difference: IVE covers North America; FICS covers global markets excluding the US.
- IVE covers North America; FICS covers global markets excluding the US.
- IVE costs 0.52% less per year.
- IVE is much larger than FICS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVE has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | FICS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.70% |
| Fund size (AUM) | $48.3B | $214M |
| Since | 2000 | 2020 |
| Dividend yield | 1.52% | 1.91% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.0% | +5.5% |
| CAGR 3Y | +15.7% | +11.1% |
| CAGR 5Y | +10.8% | +5.4% |
| Sharpe 3Y | 0.94 | 0.58 |
| Volatility 1Y | 9.95% | 13.44% |
| Max drawdown | -37.04% | -29.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.